Institutional Ownership Kkr Income Opportunities Fund (KIO)
This table provides information about the institutional ownership of Kkr Income Opportunities Fund (KIO). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,260,825
shares
|
$27.3 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,154,196
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
895,306
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Added 38.99%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
800,734
shares
|
$9.66 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
767,963
shares
|
$9.27 Million
0.09% of portfolio
|
Q1 2025
Added 35.21%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
729,483
shares
|
$8.8 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
676,301
shares
|
$8.16 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
601,202
shares
|
$7.26 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
403,595
shares
|
$4.87 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
347,991
shares
|
$4.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
323,397
shares
|
$3.9 Million
0.0% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
297,205
shares
|
$3.59 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
225,883
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
211,240
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 29.34%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
155,563
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
144,007
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
134,352
shares
|
$1.62 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
118,474
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
104,840
shares
|
$1.27 Million
0.7% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
101,002
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 17.08%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
98,665
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Added 124.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
91,746
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 337.55%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
91,091
shares
|
$1.1 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
87,365
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
78,928
shares
|
$952,660
0.03% of portfolio
|
Q1 2025
Added 29.9%
|